GVAG
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Great Valley Advisor Group’s Affiliated Managers Group AMG Stock Holding History

Great Valley Advisor Group’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$510K Buy
1,844
+920
+100% +$277K 0.01% 678
2025
Q4 		$266K Buy
+924
New +$239K 0.01% 812

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Great Valley Advisor Group's AMG Position: Q1 2026 in Review

Great Valley Advisor Group increased its Affiliated Managers Group (AMG) stake by 100% in Q1 2026, buying an estimated $277K and bringing the position to 1,844 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #678.

Great Valley Advisor Group first reported a position in AMG in Q4 2025 and has held it in 2 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Great Valley Advisor Group held 1,844 shares of Affiliated Managers Group worth $510K as of Q1 2026.
  • Great Valley Advisor Group bought 920 Affiliated Managers Group shares in Q1 2026, an estimated $277K.
  • Affiliated Managers Group made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #678 holding.
  • Great Valley Advisor Group first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 2 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.